Apple TV+ $AAPL ( ▲ 0.95% ) is raising its monthly rate to $12.99, the third hike in three years.

For fans of Severance, that means a little more payroll deduction from your innie, to keep watching Adam Scott’s suffer.

Fortunately, in a rare corporate kindness, the annual plan stays flat. Hail, Kier!

Finally, read to the end for a redesign that got cooked…

— Brooks & Cas

Institutional investors back startups to unlock outsized returns. Meanwhile, regular investors have to wait. But not anymore. Thanks to regulatory updates, some companies are doing things differently.

Take Revolut. In 2016, 433 regular people invested an average of $2,730. Today? That’s worth $1+ million, up 89,900%. No wonder thousands are taking the chance on Pacaso. 

Founded by a former Zillow exec, Pacaso’s co-ownership tech reshapes the $1.3T vacation home market. They’ve earned $110M+ in gross profit to date, including 41% YoY growth in 2024 alone. They even reserved the Nasdaq ticker PCSO.

The same institutional investors behind Uber, Venmo, and eBay also backed Pacaso. 

And you can join them as an early-stage investor for just $2.90/share. 

Just don’t wait. Pacaso’s opportunity officially ends September 18.

This is a paid advertisement for Pacaso's Regulation A offering. Please read the offering circular at invest.pacaso.com. Reserving the ticker symbol is not a guarantee that the company will go public. Listing on the Nasdaq is subject to approvals. Past performance is not indicative of future results. Comparisons to other companies are for informational purposes only and should not imply similar success.

$COTY ( ▼ 3.15% ) Coty forecasts fall in quarterly sales, to raise premium fragrance prices (Reuters)

$XPEV ( ▲ 5.46% ) XPeng Stock Pops After Earnings. Why the Tesla Rival’s EV Sales Wowed Wall Street. (Barron’s)

$CART ( ▲ 0.52% ) Instacart will struggle as competition heats up, Wedbush says (CNBC)

$HPE ( ▼ 0.27% ) Hewlett Packard Enterprise Stock Gets Morgan Stanley Upgrade on AI Spending Boom (YF)

$CBRL ( ▲ 6.35% ) Cracker Barrel stock tanks after unveiling a controversial logo change (CNN)

AP: Fed governor Lisa Cook said she won’t resign after President Trump urged her to step down over allegations of mortgage fraud from one of his officials.

Reuters: Walmart’s results showed strong consumer demand despite economic headwinds, outpacing rivals such as Target $TGT ( ▼ 1.05% ).

CNBC: US home sales rose 2% in July as inventory hit its highest since May 2020, easing pressure on prices despite still-tight supply.

Fortune: Wall Street fears the Fed’s independence is at risk as Trump allies push DOJ referrals against Jerome Powell and Lisa Cook.

WSJ: Boeing $BA ( ▲ 3.51% ) is in negotiations to sell China hundreds of planes as part of a potential US-China trade deal.

Not all 2025 IPOs have been slam dunks.

Brazil’s JBS, the world’s largest meatpacker and food company by revenue, debuted on the NYSE under the ticker $JBS in June. But unlike many recent high-profile IPOs, its stock has barely moved above its initial price.

However, Barron’s believes that its valuation and value are mismatched.

JBS netted $77 billion in 2023 sales, beating out companies like Nestlé $NSRGY ( ▲ 0.27% ) and Pepsi $PEP ( ▼ 0.81% ). It also wholly owns Swift, as well as an 82% stake in Pilgrim’s Pride valued at $9 billion. Yet, its shares trade at only seven times projected 2025 earnings and just 5.5 times enterprise value to EBITDA, well below its peers’ multiples.

According to Barron’s, the company also has significant expansion prospects. JBS plans to spend $1 billion annually over the next five years on US pork facilities and a new sausage plant. Bank of America $BAC ( ▲ 1.56% ) and Mason Capital analysts praised its disciplined capital allocation, geographic diversification, and ability to make accretive acquisitions.

These factors could help close its valuation gap with US peers. And a potential $1 billion annual dividend could yield 7%, per the publication, further enhancing appeal. If margins recover in US beef operations, JBS could generate $7 billion in EBITDA by 2027.

The stock has been hurt by expensive cattle and confusing dual accounting standards. Barron’s believes these issues are seen as fixable.

Clearer reporting, quarterly dividends, and better investor communications could raise confidence moving forward. Meanwhile, governance concerns linked to past corruption cases have eased, with professional management now steering the business.

With revenue and EBITDA growing at an 8% annual clip and expansion projects targeting 20% returns, JBS may be positioned for significant upside. Rough edges remain, but to Barron’s at least, the global protein leader looks like a bargain.

When the founder who sold his last company to Zillow for $120M starts a new venture, people notice. That’s why the same VC firms that backed Uber, Venmo, and eBay also invested in Pacaso.

Disrupting the real estate industry once again, Pacaso’s streamlined platform offers co-ownership of premier properties, revamping the $1.3T vacation home market.

And it works. By handing keys to 2,000+ happy homeowners, Pacaso has already made $110M+ in gross profits in their operating history.

Now, after 41% YoY gross profit growth last year alone, they recently reserved the Nasdaq ticker PCSO.

And you can join them as an early-stage investor for just $2.90/share. 

Just don’t wait. Pacaso’s opportunity officially ends September 18.

This is a paid advertisement for Pacaso's Regulation A offering. Please read the offering circular at invest.pacaso.com. Reserving the ticker symbol is not a guarantee that the company will go public. Listing on the Nasdaq is subject to approvals. Past performance is not indicative of future results. Comparisons to other companies are for informational purposes only and should not imply similar success.

Reuters: Thoma Bravo will take HR software provider Dayforce $DAY ( ▲ 0.12% ) private in a $12B deal, including debt.

CNBC: A New York appeals court overturned Trump’s $500M civil fraud fine as unconstitutional, but upheld fraud findings and non-monetary penalties.

Bloomberg: Anthropic is in advanced talks to raise up to $10B in funding, potentially valuing the AI startup at $170B.

QZ: Meta $META ( ▲ 0.11% ) has paused most hiring in its AI division after months of offering massive pay packages.

The Verge: Amazon $AMZN ( ▲ 0.34% ) AGI Labs chief David Luan says solving AI agents is the next big growth curve.

The barrel lost its crackle.

The new designer’s LinkedIn bio simply stated, “Graphic design is my passion.”

Are you bullish or bearish on the nuclear sector over the next 12 months?

▇▇▇▇▇▇ 🐂 Bullish

▇▇▇▇▇▇ 🐻 Bearish

And, in response, you said: